Trusted Financial Adviser in Box Hill North VIC 3129 – Certified Financial Planners

Certified Financial Planner in Box Hill North – Aged Care & Retirement Experts

If you’re in Box Hill North VIC 3129 and looking for guidance from a CERTIFIED FINANCIAL PLANNER®, Financial Balance Group is here to help. We specialise in aged care financial planning, retirement strategies, superannuation advice, and Centrelink guidance, so you can make confident decisions about your future.

We know that arranging aged care for a loved one, planning for retirement, or making sense of Centrelink entitlements can feel overwhelming. That’s why we take the time to listen, understand your unique situation, and create a tailored plan that’s practical, easy to follow, and designed to protect your financial wellbeing.

As trusted financial adviser, Financial Balance Group‘s goal is to help Box Hill North families feel prepared for the future — whether it’s managing aged care costs, structuring retirement income, or planning how to pass wealth securely to the next generation. With a compassionate and professional approach, we make complex financial decisions simple, so you can focus on what matters most.

About Box Hill North

Box Hill North is a leafy, mostly residential suburb located about 14 km east of Melbourne’s CBD, within the City of Whitehorse. At the 2021 census, Box Hill North had a population of 12,337. The suburb is bounded by Koonung Creek to the north, Elgar Road on the west, Middleborough Road on the east, and Thames Street in the south.

Historically, Box Hill North was largely rural—filled with orchards and dairy farms—until after WWII, when residential development picked up in earnest. Today it’s appreciated for its quiet streets, mature trees, generous green spaces, accessible schools, and a mix of small local shopping strips.

The suburb offers a good balance: close enough to major activity centres (like Box Hill Central) for shopping, services and public transport, yet still retaining a suburban calm and family‑friendly feel. It’s the sort of place where locals might do many errands nearby and enjoy parks and walking trails without always going into the more crowded urban centres.

Places of Interest in Box Hill North

Local Businesses in Box Hill North

Map of Box Hill North

About Financial Balance Group – Trusted Financial Planning Experts

At Financial Balance Group, our mission is to help individuals and families make confident, informed financial decisions that create long-term security and peace of mind.

Proudly based in Melbourne and supporting the Box Hill North community, we specialise in aged care financial advice, retirement planning, Centrelink strategies, and estate planning. Whether you are preparing for retirement, managing superannuation, or supporting elderly parents through the aged care process, our tailored strategies are designed to be practical, personal, and financially sound.

Our principal adviser, Ilya, is a CERTIFIED FINANCIAL PLANNER® and Certified Aged Care Specialist, providing clear, compassionate guidance through every stage of life’s financial transitions — from planning your future to protecting your family’s wealth.

Contact Financial Balance Group

Ready to make informed financial decisions and plan for the future with confidence? At Financial Balance Group, we’re here to help with aged care financial advice, retirement planning, superannuation strategies, Centrelink guidance, debt management, and estate planning & intergenerational wealth transfer.

Whether you live in Box Hill North or nearby suburbs, our friendly and professional financial advisers are ready to answer your questions and create a tailored plan for your needs. Contact us today to take the first step toward financial clarity and peace of mind.

Phone: 0432 673 370
Email: ilyaegorov@financialbalancegroup.com.au

Financial Balance Group Service Hours

Monday – Friday: 9:00am – 5:00pm
Saturday & Sunday: Closed
Closed on Public Holidays

Financial Balance Group Service Areas

We love working with clients in Balwyn North and nearby suburbs, helping them feel confident about their money and their future. Whether it’s aged care financial advice, retirement planning, superannuation and Centrelink strategies, debt management, or estate planning, our team makes the process simple and personal. We can meet you in person or online, so getting trusted financial advice is easy and convenient — wherever you are.

Best Financial Planner Services in Box Hill North

Retirement Planning: Helping pre-retirees with a clearer approach to managing money, dealing with debt, a more disciplined path forward, and a better future.
Retirement Management & Estate Planning: You’ve just retired, or you’re about to take the plunge. Do you know what kind of lifestyle you would like to have – travel, investments? Do you know what to expect from your finances? Do you have enough funds – and will they last? Ilya will help you manage your money for the best outcomes.
Aged Care Advice: Your ageing parents or other family members may need permanent care through a residential aged care solution. Can they afford it? How can you ensure a sustainable income for them to cover the costs? What are the best options? As an Aged Care Specialist, Ilya has the answers.